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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,266 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $16,240 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,730 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,086 | $61,166-62.3% | $185,837-87.6% | $79,393-70.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 10.72% | 19.45%-8.7pp | 122.08%-111.4pp | 116.87%-106.1pp |
| Employer contribution / active EE | $1,739 | $2,321-25.1% | $5,168-66.4% | $2,428-28.4% |
| Participant deferral / active EE | $1,661 | $2,789-40.4% | $5,568-70.2% | $4,046-58.9% |
| Admin fee / account holder | $314 | $710-55.8% | $16,241-98.1% | $627-49.9% |